Institutional Ownership Invesco Et Sf Idxd Fd Tr Bulle (BSJP)
This table provides information about the institutional ownership of Invesco Et Sf Idxd Fd Tr Bulle (BSJP). We have compiled data on the 193 institutions that hold shares in the stock, with a total of 25.7 Million shares, which have been reported (via 13F filing form) to have a value of $594 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mirador Capital Partners LP
|
Apr 08, 2025 Q1 2025 |
2,278,735
shares
|
$52.6 Million
9.79% of portfolio
|
Q1 2025
Reduced 8.48%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,941,620
shares
|
$44.8 Million
0.02% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
1,380,021
shares
|
$31.9 Million
0.06% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
1,292,652
shares
|
$29.8 Million
6.34% of portfolio
|
Q1 2025
Added 375.84%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,077,728
shares
|
$24.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
900,540
shares
|
$20.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
749,480
shares
|
$17.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 27.69%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
683,787
shares
|
$15.8 Million
0.01% of portfolio
|
Q1 2025
Added 48.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
636,981
shares
|
$14.7 Million
0.02% of portfolio
|
Q3 2024
Added 11.17%
|
|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
576,202
shares
|
$13.3 Million
3.49% of portfolio
|
Q1 2025
Reduced 9.92%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
554,276
shares
|
$12.8 Million
0.11% of portfolio
|
Q1 2025
Added 5.96%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
May 13, 2025 Q1 2025 |
477,880
shares
|
$11 Million
9.81% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
477,794
shares
|
$11 Million
0.15% of portfolio
|
Q1 2025
Reduced 15.21%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
476,492
shares
|
$11 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
444,767
shares
|
$10.3 Million
0.35% of portfolio
|
Q1 2025
Added 171.24%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
431,407
shares
|
$9.96 Million
2.15% of portfolio
|
Q1 2025
Reduced 5.92%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
426,959
shares
|
$9.85 Million
0.38% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
377,012
shares
|
$8.7 Million
0.11% of portfolio
|
Q1 2025
Reduced 7.51%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Apr 17, 2025 Q1 2025 |
353,322
shares
|
$8.15 Million
1.99% of portfolio
|
Q1 2025
Added 20.31%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
345,052
shares
|
$7.96 Million
2.08% of portfolio
|
Q2 2025
Reduced 47.36%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
327,603
shares
|
$7.56 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.01%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Apr 25, 2025 Q1 2025 |
312,480
shares
|
$7.21 Million
2.93% of portfolio
|
Q1 2025
Reduced 32.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
307,108
shares
|
$7.09 Million
0.02% of portfolio
|
Q4 2024
Added 30.65%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
300,382
shares
|
$6.93 Million
0.0% of portfolio
|
Q1 2025
Reduced 44.42%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
285,741
shares
|
$6.59 Million
1.19% of portfolio
|
Q1 2025
Added 2.06%
|